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Altria Group

1,991 hedge funds and large institutions have $52B invested in Altria Group in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 749 increasing their positions, 765 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 88

13% more capital invested

Capital invested by funds: $46.1B → $52B (+$5.86B)

4% more funds holding

Funds holding: 1,9141,991 (+77)

0.71% more ownership

Funds ownership: 58.88%59.59% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 765

17% less call options, than puts

Call options by funds: $676M | Put options by funds: $813M

Holders
1,991
Holders Change
+77
Holders Change %
+4.02%
% of All Funds
28.59%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
187
Increased
749
Reduced
765
Closed
88
Calls
$676M
Puts
$813M
Net Calls
-$136M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Aprio Wealth Management
Georgia
$639K +$89K +1,761 +16%
SFI
1027
SPC Financial Inc
Maryland
$638K +$22.1K +438 +4%
CA
1028
Cornerstone Advisory
Maryland
$637K -$57.4K -1,136 -8%
CAWM
1029
Capital Advisors Wealth Management
Washington
$634K +$12.5K +248 +2%
DT
1030
Diversified Trust
Tennessee
$632K +$13.3K +263 +2%
RL
1031
Rogco LP
Oklahoma
$632K -$33.5K -663 -5%
QCG
1032
Quadrant Capital Group
Ohio
$632K -$6.92K -137 -1%
SOS
1033
Silver Oak Securities
Tennessee
$631K +$59.9K +1,185 +11%
AAM
1034
Aureus Asset Management
Massachusetts
$631K
WE
1035
Wealth Effects
Massachusetts
$630K +$10.1K +200 +2%
PCA
1036
Prosperity Capital Advisors
Ohio
$630K +$7.18K +142 +1%
ST
1037
Spinnaker Trust
Maine
$629K
WPC
1038
Wedmont Private Capital
Pennsylvania
$628K +$80.3K +1,588 +14%
PP
1039
Patten & Patten
Tennessee
$628K -$12.6K -250 -2%
DWM
1040
Dakota Wealth Management
Florida
$627K -$1.82K -36 -0.3%
WHG
1041
Westwood Holdings Group
Texas
$627K -$71.7K -1,419 -10%
HWA
1042
HHM Wealth Advisors
Tennessee
$626K -$104K -2,064 -14%
BL
1043
Balentine LLC
Georgia
$626K +$28K +554 +5%
GSIAS
1044
Garden State Investment Advisory Services
New Jersey
$625K -$39.2K -775 -6%
SAM
1045
Synergy Asset Management
Washington
$625K -$54.1K -1,070 -8%
Empower Advisory Group
1046
Empower Advisory Group
Colorado
$624K -$960 -19 -0.2%
NAG
1047
Northstar Advisory Group
New Jersey
$624K -$18.2K -360 -3%
TMWM
1048
Taylor & Morgan Wealth Management
Michigan
$624K +$12.1K +240 +2%
DAM
1049
Delta Asset Management
Tennessee
$623K -$40.1K -793 -6%
TBC
1050
Ted Buchan & Co
California
$623K +$24.9K +492 +4%

MO Hedge Fund Activity: Q3 2024 in Review

1,991 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2024, worth a combined $52B — up 13% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new MO positions and 88 closed out — a net gain of 99 holders — while 749 added to existing stakes and 765 trimmed.

The largest buyer was BlackRock, adding an estimated $644M. The largest seller was Goldman Sachs, cutting an estimated $393M.

  • 1,991 institutional investors held Altria Group (MO) as of Q3 2024, up from 1,914 in Q2 2024.
  • Funds reported $52B of Altria Group stock for Q3 2024, up 13% quarter-over-quarter.
  • 187 funds opened new Altria Group positions in Q3 2024 and 88 closed out, a net change of +99 holders.
  • The largest Altria Group buyer in Q3 2024 was BlackRock, an estimated $644M added.
  • The largest Altria Group seller in Q3 2024 was Goldman Sachs, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.